Although CPO Supplies for B50 are Secure, Exports and Fiscal Conditions Could Be Under Pressure

After 548 past bullish policy events, Palm Oil moved a median +0.4% over 5 sessions (61% higher; middle half -0.7% to +2.1%), and +0.9% over 20.

• Jan 6, 2025Demand for Malaysian palm oil could rise if Indonesia raises exports levy — TA Securities+0.3%
• Mar 1, 2023CPO Reference Prices For Export Outages And Features Rise+1.8%
• Sep 10, 2024Continue Program B40 To B50, Government Reviews Options To Transfer CPO Exports To Europe For Domestic Needs-0.9%
• Sep 5, 2024Palm Oil News - CPO Reference Price Gets increased in September 2024, Out Fee and Export Duties Would be US$ 142 per Ton+0.4%
• Dec 1, 2021New supply chain pressures on commodities-3.6%

After 842 past bullish policy events, Soybean Oil moved a median +0.2% over 5 sessions (52% higher; middle half -1.6% to +2.1%), and -0.5% over 20.

• Jul 27, 2023Sunflower oil and meal export duties are proposed to be extended for another year in Russia-6.8%
• Jun 28, 2025Argentina reinstates higher export duties for soybeans and corn - Buenos Aires Herald+3.2%
• Feb 7, 2022FEATURE: Renewable diesel producers racing for the finish line as credits under pressure | S&P Global+0.9%
• Mar 2, 2021Pres. Fernandez pledges support to Argentina meals, oils exports - Fastmarkets+9.1%
• May 20, 2022Argentine President touts tax hikes to curb food inflation, lacks Congress support-0.4%